Neel Koladiya is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides financial guidance and investment strategies to clients seeking to manage and grow their assets. Neel holds professional designations as a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA), reflecting his expertise in personal investing and retirement planning. He completed his high school education at Hamden High School. No additional information about personal interests or community involvement is available.

David Haslam is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2011, he has worked with individuals, families, and businesses to create personalized financial strategies that align with their goals and risk tolerance. His expertise includes retirement planning, family wealth management, business financial strategies, tax minimization, and legacy planning. David employs a disciplined approach supported by Merrill's market research, technology, and specialized teams to help clients pursue their financial objectives. David holds a Bachelor's Degree in Business from St. Leo University and has 30 years of experience in business finance, management, and development. He is a Personal Investment Advisor (PIA) and focuses particularly on assisting those near or in retirement, as well as entrepreneurs and business owners seeking both short- and long-term financial strategies. David is committed to delivering service in a family office environment tailored to meet and exceed client expectations. Outside of his professional role, David participates in community activities, including volunteering with the United Way of Marion County. He enjoys boating, cooking, fishing, music, photography, traveling, and spending time with his wife Tammi and son Gavin, often engaging in sporting events and outdoor activities throughout Florida.

Dorothy Carpenter is a Financial Consultant at Fidelity Investments, where she has been working since 2019. She partners with clients to understand their financial objectives and develop customized financial plans tailored to meet their individual needs. Dorothy emphasizes a collaborative approach, beginning with a thorough understanding of each client's situation, followed by discussing strategies that prioritize their interests, and providing ongoing assistance to keep their financial plans on track. Dorothy has accumulated extensive experience at Fidelity Investments, holding various positions since 2011. Her roles have included Investment Consultant, Relationship Manager, Retirement Relationship Manager, Retirement Solutions Representative, High Net Worth Associate 1, and Financial Service Representative. This progression reflects her broad expertise in financial consulting and client relationship management. Outside of her professional commitments, Dorothy enjoys family activities, exploring culinary experiences as a foodie, watching football, horseback riding, and traveling.

Amanda Rattleff is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to develop personalized investment strategies tailored to their individual goals and priorities. Amanda provides guidance on a range of financial topics, including general investing, retirement planning, and saving for unforeseen events. Additionally, she offers access to Bank of America services for banking and lending needs. Amanda holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Boothbay Region High School and has completed coursework at the University of Maine System, where she also obtained a bachelor's degree. Through her professional and educational background, Amanda is equipped to support clients in pursuing their financial objectives with ongoing advice and guidance.

Michael Greiner is a Wealth Management Advisor and managing partner of Hart, Greiner & Associates within Merrill Lynch Wealth Management at the Ocala, Florida office. In his role, he specializes in developing financial strategies and providing advice for individuals, families, and businesses by understanding their short- and long-term objectives. Michael and his team follow a disciplined process to deliver a customized wealth management experience that considers clients' whole lives, goals, risk tolerance, liquidity needs, and investment objectives. He conducts regular reviews to track client progress and adapts strategies as life circumstances evolve. Michael has held the position of First Vice President, Wealth Management Advisor and is a qualified Senior Portfolio Advisor capable of managing custom investment strategies and model portfolios, including discretionary management through the firm's Investment Advisory Program. He previously served as the Resident Director of the Ocala office from 2007 through 2014. His expertise also includes family wealth management, legacy planning, liquidity management, portfolio management, tax minimization, and retirement income planning. He holds a Bachelor's degree in Economics from the University of Florida (1991) and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael is involved in his community and has served on the board of the United Way of Marion County. He resides in Ocala with his wife and their four children.

Michael Hart is Senior Resident Director of the Ocala, Florida office of Merrill Lynch Wealth Management and a managing partner of Hart, Greiner & Associates. He also serves as a Portfolio Manager within Merrill's Investment Advisory Program. In these roles, Michael works with families, individuals, retirees, small businesses, and foundations to provide customized wealth management services, including investment management, tax minimization strategies, retirement planning, employee benefits, liabilities management, and estate planning services. Michael began his career after graduating from the University of Florida in 2006, working as an Investment Advisor for a Fortune 1000 Asset Management Firm in Tampa, Florida. There, he helped individuals and small businesses build and manage portfolios aligned with their financial goals and served as a Subject Matter Expert on financial, education, and retirement planning topics. He joined Merrill Lynch in 2011, returning to his hometown of Ocala with his wife, Sarah, and their four children. Michael holds a Master’s Degree in Personal Financial Planning from the College for Financial Planning and earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He is also a Chartered Retirement Planning Counselor℠ designee. He supports the community through involvement with organizations such as the Boys & Girls Club of Marion County and the College of Central Florida Foundation, where he currently serves on the Executive Committee. His personal interests include basketball, golfing, running, and tennis.

Damian Perry is a Wealth Management Advisor with Merrill Lynch Wealth Management in Ocala, Florida. He is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards Inc., and holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Damian began his career as a Financial Advisor with Merrill Lynch in 1995 following a business career in outside sales. Damian earned his bachelor's degree in business from the University of Florida. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. He has over 27 years of experience helping clients develop personalized financial strategies designed to pursue their long-term goals. Outside of his professional role, Damian is active in his community and has served as past president of the American Cancer Society and former board member of Voices for Children of North Central Florida. He has also been involved with the Boy Scouts of America, acting as a leader for his son’s troop. Damian and his wife Karen are members of First United Methodist Church of Ocala. His personal interests include board games, baseball, history, cars, and participating in the University of Florida Marching Band alumni.

Kyle Landmann is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in helping successful individuals and their families pursue their personal financial goals through disciplined investment management. He leverages the resources of Merrill and Bank of America to provide clients with comprehensive wealth planning, investment selection, personal banking, and lending solutions. His expertise spans legacy planning, liquidity management, retirement income, tax minimization, and services tailored to endowments, foundations, non-profits, and clients in sports and entertainment. Kyle holds a Bachelor's Degree and a Master's Degree from the University of North Florida. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Kyle is involved in his community through coaching with the Big Sun Soccer Association. His personal interests include adventure sports, fishing, golfing, and soccer.